The report cites CitiGroup Global Markets analyst J.T. Hsu as saying that TSMC will be Apple's sole supplier of 20nm quad-core processors, with volume production to begin in the fourth quarter of 2013. He also noted that Apple began its 20nm chip-verfication process at TSMC in August of this year.

Hsu told CENS that the future quad-core chips were intended for Apple's "iPad, iTV and even Macbook," turning up the heat on two rumors that have been simmering for months: that Apple is planning a move into the television market, and that an ARM-based MacBook is in the works.